Jeff Nolan has a great post on the Oracle/BEA deal. Yeah, he still has some of his old SAP good/Oracle evil reflexes, but he can be forgiven those and the tinfoilhattishness associated with them. His analysis of sellers’ and buyers’ deal habits is revealing and sound. Ditto the start of his remarks on Oracle product delays and internal politics, and SAP/Oracle competition. Even better, nothing in his analysis seems to disagree with mine.
What Oracle now needs to do is make Oracle Application Server be a seamless “upgrade” from Weblogic. Then they can integrate in whatever kitchen-sink stuff they want from Oracle data caching (already there), app and/or dev tool run times, TimesTen, Tangosol, and so on, creating an app server stack that’s a worthy counterpart to the Oracle database in how it meets high-end OLTP needs. Meanwhile, Weblogic should remain as a not-bloated app-server-for-the-rest-of-us.
Of course, the real effort needed to fend off incursions from below is on the DBMS side. Which reminds me — I’ll be doing a webinar for EnterpriseDB at noon Eastern Time on October 23, and they’re expecting another huge turnout.